Active Beta

What is “Active Beta”?

A Collaborative Beta Project for Credit Union Executives

Tools Currently in Active Beta

  • #1210:  Self Directed Data Floods
  • #1310:  Library Statistics Dashboard
  • #1315:  Why your Members Call
  • #1670:  Loan Productivity Analysis Dashboard

How can we get tools to your desk faster, especially tools which are better tested in a real-world environment than in a controlled laboratory?  Even more importantly, how can we tap the wealth of knowledge and experience held by your teams, to help us make better products for all our partner credit unions?

Welcome to Active Beta, our solution to increase speed to market on our most valuable toolkits, while engaging our cooperative Network for real-world testing, feedback, and vision.  For projects in Active Beta, we conduct a minimal amount of basic testing and quality assurance pre-release reducing our development time, getting tools in our Credit Union’s hands much quicker.  You’ll have a period of time to use and value from these dashboards with your live member data, providing comments and recommendations along the way.  Your feedback is much more than glitch reporting.  We rely on you to give us unique insights in how these tools can best integrate into your existing operations, maximizing value to the credit union, and ultimately transforming a tool into a valuable workhorse your teams will WANT to use each day.

What should I do differently when using an Active Beta Feature?

Staying alert, and thinking critically while using an Active Beta feature are both best practices we’d recommend that you implement.  CU*BASE is such a dynamic environment, where each credit union has slightly different vendor relationships, service providers, product and service configurations, and everything else which makes each credit union unique.  It would be virtually impossible to test functionality of each tool using each unique combination of vendor relationships and product and service configurations, effectively increasing our testing costs while reducing effectiveness. Most commonly, we see specific product or vendor compatibility issues being identified during our active beta periods.

Staying alert, and thinking critically of the data presented can help identify these potential short-comings in an active beta feature.  Should you notice any if these situations, or have any other comments or recommendations on an Active Beta tool we want to hear from you.  Please be sure to report all issues, comments, or recommendations you have on our Active Beta features so your feedback is heard and addressed.

How do I provide feedback on tools in Active Beta?

Use the Active Beta Improvement Submission Form to provide Active Beta feedback will ensure that your comments get routed to the Asterisk Intelligence team for research, review, and if needed escalation to programming.  We rely on these comments for the continued improvement on these features, as well as the eventual graduation out of Active Beta status.

Active Beta Improvement Submission Form

How long are tools kept in an Active Beta status?

Our goal is to graduate tools out of Active Beta within 6 months of the original release date.  However, graduation is dictated by confidence and functionality, not an arbitrary amount of time.  We review tool usage statistics on Active Beta features.  If after 6 months, we feel that usage and client feedback has not been sufficient to graduate the tool, additional time and efforts will be taken to increase tool usage and testing initiatives prior to graduating the tool out of Active Beta status.

Want to learn more about Active Beta?  Contact us at AI@cuanswers.com

Updated
October 16, 2019

What are My Members’ Remote Banking Habits?

What are My Members’ Remote Banking Habits?

Deciding how to meet your members’ needs remotely can be tricky.  Without thorough analysis, you may end up utilizing risky and ineffective tactics.  Join Keegan Daniel, VP of Professional Services with Asterisk Intelligence and Kristian Daniel, VP of MTG, Sales & Business Development as they discuss how to turn data into actionable insights.  Your credit… Read more »

Mar 30, 2022

Register for Asterisk Intelligence Week at CU*Answers

Register for Asterisk Intelligence Week at CU*Answers

Join the Asterisk Intelligence team for several educational events in April!  Between Monday, April 25th and Wednesday, April 27th, we will be hosting on-site training.  Then, on Thursday, April 28th, we will be hosting a series of webinars.  During these courses, we will discuss data analytics, data management, and data warehousing solutions – some courses… Read more »

Mar 25, 2022

Asterisk Intelligence Presents: Custom Queries and Training Opportunities

Asterisk Intelligence Presents: Custom Queries and Training Opportunities

Did you know?  The Asterisk Intelligence team can help build a query for custom reports or data mining insights for your credit union!  These query results will be provided as a database file in your QUERYxx CU*BASE library.  Training is also available upon request, so that you can run the query on your own in… Read more »

Mar 24, 2022

Have You Taken Advantage of the New Scorecard Service Levels?

Have You Taken Advantage of the New Scorecard Service Levels?

Asterisk Intelligence’s most popular Scorecards just got even better! Scorecards offer enhanced insights into specific areas of operations, such as your credit card portfolio, call center activity, and loan portfolio – each affordably packaged into easily consumable formats and packed full of operational insights. You’ve asked, and we’ve listened!  By popular demand, we have built… Read more »

Mar 24, 2022

Optics Data Zooms in on Member Engagement, Click-by-Click

Optics Data Zooms in on Member Engagement, Click-by-Click

With data collection for Online Banking Optics and Phone Optics, your credit union can have a more detailed analysis of your member base and the ways they are engaging with your organization.  Best of all, these data collection options are FREE to activate for Data Warehouse users! Online Banking Optics Data Collection With Online Banking… Read more »

Mar 23, 2022

Register for Asterisk Intelligence Week at CU*Answers

Register for Asterisk Intelligence Week at CU*Answers

Join the Asterisk Intelligence team for several educational events in April!  Between Monday, April 25th and Wednesday, April 27th, we will be hosting on-site training.  Then, on Thursday, April 28th, we will be hosting a series of webinars.  During these courses, we will discuss data analytics, data management, and data warehousing solutions – some courses… Read more »

Mar 23, 2022

Make a Data Warehouse Part of Your Strategic Business Plan!

Make a Data Warehouse Part of Your Strategic Business Plan!

A data warehouse is a storage unit for containing otherwise disconnected or unavailable data in a common space for teams to use for pursuing data-driven decisions. The power of a data warehouse is the analysis potential it unlocks. Join Annalyn Hawkes, Business Intelligence Analyst with Asterisk Intelligence for an exploration of what a data warehouse… Read more »

Mar 22, 2022

Today’s Quick Tip for Managing Your Data Warehouse: Create Rules for Uploading & Share These Internally

Today’s Quick Tip for Managing Your Data Warehouse: Create Rules for Uploading & Share These Internally

We’ve collected questions that have come across the Asterisk Intelligence desk and have put together a series of tips for your organization to manage your Asterisk Intelligence Data Warehouse.  Ongoing attention to data quality and established procedures can help avoid a messy or frustrating database down the road. Today’s Tip: create rules for uploading and… Read more »

Mar 22, 2022

Look Forward to AI*Engaged, Arriving in April!

Look Forward to AI*Engaged, Arriving in April!

Launching in April 2022, AI*Engaged is a brand new software application dedicated to the management of your Asterisk Intelligence Data Warehouse. AI*Engaged packages the tools for working with your warehouse into a simple workbench and expands beyond the sole concept of data storage to include built-in analysis tools designed to quickly find and draw useful… Read more »

Mar 22, 2022

Register for Asterisk Intelligence Week at CU*Answers

Register for Asterisk Intelligence Week at CU*Answers

Join the Asterisk Intelligence team for several educational events in April!  Between Monday, April 25th and Wednesday, April 27th, we will be hosting on-site training.  Then, on Thursday, April 28th, we will be hosting a series of webinars.  During these courses, we will discuss data analytics, data management, and data warehousing solutions – some courses… Read more »

Mar 21, 2022